Leadership and long-term mega trends: Utpal Sheth on identifying 'Gorilla' companies

economictimes.indiatimes.com:

«We have already established that value creation is different from wealth creation. So, in my experience, there are three large components that create terminal value about which the terminal value investor should have differentiated insight on and those three components are intangibles, megatrends and leadership,» says Utpal Sheth, Senior Partner and CEO, RARE Enterprises and Co-Founder & Mentor, Trust Group.

Let us break it more now, which is that every process has to have a process and components. The components of terminal value, what are they? And how did you identify them? And how do you really implement them?
We have already established the concept of terminal value and the components of the investment process and what do we need for those components to work.

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We have already established that differentiated insights is the root cause towards those components building up the courage, the conviction, the patience, the equanimity and the sell decision, all in terminal value investing.
Today, we will talk about what are the components of that differentiated insight, what are the factors which contribute towards creating that terminal value.
So, as a terminal value investor, one must have the differentiated insights and to have those differentiated insights, one needs to